建银国际发表研究报告指，基于造船业利润的季节性因素，加上毛利率假设较先前预期更乐观，将中船防务2025至27年净利润预测上调24%至32%。该行预计附属公司黄埔文冲目前持有约540亿元的新船订单储备，将支持2025至27年盈利年均复合增长率达70%。该行对中船防务目标价为23.7港元，以反映公司盈利能见度提升及贸易紧张局势缓和；另考虑到公司强劲的盈利增长前景，该行认为公司估值具吸引力，重申对其“跑赢大市”评级。
建银国际发表研究报告指，基于造船业利润的季节性因素，加上毛利率假设较先前预期更乐观，将中船防务2025至27年净利润预测上调24%至32%。该行预计附属公司黄埔文冲目前持有约540亿元的新船订单储备，将支持2025至27年盈利年均复合增长率达70%。该行对中船防务目标价为23.7港元，以反映公司盈利能见度提升及贸易紧张局势缓和；另考虑到公司强劲的盈利增长前景，该行认为公司估值具吸引力，重申对其“跑赢大市”评级。
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